FREE SECOND OPINION
(503) 257-6969 
info@vonborstel.com
Track My Wealth
OUR VISION TO WEALTH PROCESS
von Borstel & Associatesvon Borstel & Associates
  • Home
  • About
    • Why Work with Us
    • Aligning Values, Vision and Wealth
    • Meet Wayne von Borstel
    • Meet Craig Smith
    • Meet Our Team
      • Wayne’s Team
      • Craig’s Team
    • Books
    • Charitable Partners
  • Services
    • Our Value Pyramid
    • Financial Planning
    • Investment Management
    • Intentional Purposeful Giving ®
    • The Vision to Wealth Process ®
    • Social Security Strategies
    • Retirement Planning
  • Events
  • Insight
    • Blog
    • Videos
    • Training Videos
    • Resources
  • Contact
Back
  • Home
  • About
    • Why Work with Us
    • Aligning Values, Vision and Wealth
    • Meet Wayne von Borstel
    • Meet Craig Smith
    • Meet Our Team
      • Wayne’s Team
      • Craig’s Team
    • Books
    • Charitable Partners
  • Services
    • Our Value Pyramid
    • Financial Planning
    • Investment Management
    • Intentional Purposeful Giving ®
    • The Vision to Wealth Process ®
    • Social Security Strategies
    • Retirement Planning
  • Events
  • Insight
    • Blog
    • Videos
    • Training Videos
    • Resources
  • Contact
12 May

What Would You Do?

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Blog, Estate Planning, Giving, Live Your Best Life
What is life? We’re born, go to school, get a job, get married, have kids, retire and die. Is this all it is? A few days ago, I reached out to a client and left a message just to check-in.
Read More
  • Share:
04 Aug

7 Secrets to Find the Right Financial Coach

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Blog, Investing, Self-Help
How do you find someone who will not waste your time, efforts or money in your quest for financial success? Whatever your biases, I believe it is critical that you find someone who can maximize your potential, time, and money.
Read More
  • Share:
26 Nov

Stop It! Just Stop It!

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Planning
Every day we are engaged in a battle.  You may not realize it but every day there’s a war being waged against you, your lasting happiness and financial success.  It’s the War for Your Wallet.  How many battles have you
Read More
  • Share:
22 Nov

The Most Important Dress Rehearsal

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Planning
Benjamin Franklin said it best, “In this world nothing can be said to be certain, expect death and taxes.” We prepare for our taxes every year.  We also prepare for every major life event, including our graduation, marriage, and the
Read More
  • Share:
29 Oct

Our Retirement Reality

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Planning
We are all unique. Our differences are vast and we don’t always agree. However, in many ways we are also similar. Most of us want to retire. If retirement is a focus for so many, or maybe has become an
Read More
  • Share:

Sign Up

Get Wayne’s Rules & Other Updates

Sign Up Now

Categories

  • 18 Question Series (17)
  • Blog (97)
  • Budget (6)
  • Education Planning (1)
  • Estate Planning (5)
  • Financial Myths Series (10)
  • Financial Planning (36)
  • Giving (8)
  • Investing (50)
  • Leadership (3)
  • Live Your Best Life (40)
  • Money and Your Kids (3)
  • Personal Finance (42)
  • Planning (18)
  • Retirement (10)
  • Self-Help (21)
  • Special Guest Blog (1)
  • Success (33)
  • Taxes (6)
  • Training Videos (7)
  • Transition Planning (1)
  • Uncategorized (22)
  • Video (5)

Investment advisory services offered through von Borstel & Associates, Inc., an SEC Registered Investment Advisor.
Privacy Policy | Form ADV | Form CRS

  • Home
  • About
    • Why Work with Us
    • Aligning Values, Vision and Wealth
    • Meet Wayne von Borstel
    • Meet Craig Smith
    • Meet Our Team
      • Wayne’s Team
      • Craig’s Team
    • Books
    • Charitable Partners
  • Services
    • Our Value Pyramid
    • Financial Planning
    • Investment Management
    • Intentional Purposeful Giving ®
    • The Vision to Wealth Process ®
    • Social Security Strategies
    • Retirement Planning
  • Events
  • Insight
    • Blog
    • Videos
    • Training Videos
    • Resources
  • Contact